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Gartner
IT

Overview Fund Activity

867 hedge funds and large institutions have $32B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 329 increasing their positions, 309 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-6
Holders Change %
-0.69%
% of All Funds
12.61%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
90
Increased
329
Reduced
309
Closed
83
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$267M
2
Principal Financial Group
Principal Financial Group
Iowa
+$154M
3
BlackRock
BlackRock
New York
+$114M
4
Goldman Sachs
Goldman Sachs
New York
+$101M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$89.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$150M
2
AI
Axiom Investors
Connecticut
-$149M
3
Brown Advisory
Brown Advisory
Maryland
-$128M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.8M
5
GIM
Generation Investment Management
United Kingdom
-$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
526
Wealth Alliance
New York
$545K +$36.8K +82 +7%
AFC
527
AFT Forsyth & Company
Florida
$543K – – –
HWM
528
HB Wealth Management
Georgia
$543K +$18K +40 +3%
GL
529
Graypoint LLC
New York
$542K -$9.43K -21 -2%
CPBTD
530
Central Pacific Bank - Trust Division
Hawaii
$539K +$506K +1,126 +1,501%
AAS
531
Avantax Advisory Services
Texas
$536K +$536K +1,194 New
CI
532
CX Institutional
Indiana
$527K +$287K +639 +120%
HKIMG
533
Hutchens & Kramer Investment Management Group
Indiana
$526K +$16.8K +38 +3%
Focus Partners Wealth
534
Focus Partners Wealth
Massachusetts
$526K -$451K -1,006 -46%
DAS
535
Diversify Advisory Services
Utah
$523K -$433K -966 -45%
TP
536
Tranquility Partners
Tennessee
$522K – – –
SA
537
Strategic Advocates
Utah
$521K -$36.8K -82 -7%
TFS
538
Thoroughbred Financial Services
Tennessee
$519K +$519K +1,156 New
QIM
539
Quantitative Investment Management
Virginia
$518K +$518K +1,154 New
FHA
540
First Horizon Advisors
Tennessee
$516K +$38.2K +85 +8%
MG
541
Mather Group
Illinois
$514K +$11K +23 +2%
TCA
542
Transcend Capital Advisors
New Jersey
$512K +$512K +1,141 New
SP
543
Symmetry Partners
Connecticut
$509K -$240K -535 -32%
SRL
544
Scientech Research LLC
New Jersey
$502K -$518K -1,154 -51%
GC
545
Globeflex Capital
California
$501K – – –
EFM
546
E Fund Management
China
$500K +$113K +252 +29%
KMWM
547
Keudell/Morrison Wealth Management
Oregon
$499K – – –
RA
548
RFG Advisory
Alabama
$497K -$224K -498 -31%
BTWM
549
Baker Tilly Wealth Management
Wisconsin
$494K -$904K -2,013 -65%
Lido Advisors
550
Lido Advisors
California
$488K +$79.1K +176 +19%
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